Stephanie has spent the last 4 years in the South Manhattan financial market and joined our team here in October 2022. She serves as point person for many of the practice’s daily tasks, including but not limited to managing brokerage accounts and processing new businesses, while maintaining the highest level of customer service to our clients. She has over 7 years of financial services experience in retail/business banking, as well as home lending products and services. In her spare time, she loves trying new foods and traveling to new destinations.
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